QuickBooks Online Integration Features and Requirements

Dimension Setup 

Supported Dimensions

• Class
• Location
• Customer/Project
• Additional Martus-only dimension, usually used for Department, when the Chart of Accounts is organized by department rather than being natural. 

Class

• Martus supports Class as a dimension. 
• All class names must be unique, including any inactive classes. 

 Customer/Project 

• Martus supports the Customer/Project 
• All Customer and Project names must be unique, including any that are inactive. 

Location

• Martus supports Location as a dimension. All location names must be unique, including any that are inactive. 

Departmentalizing the Chart of Accounts If the Chart of Accounts is not natural, a department dimension can be created within Martus and assigned to accounts to provide reporting and budgeting by department.

Account Setup 

Accounts

• Accounts must be used in QuickBooks Online, including on all parent accounts. Any account that does not have an account number will not be recognized in Martus.
• NOTE: It is not sufficient to include the account number within the name in QuickBooks Online; it must be in the account number field. 

Multicurrency 

• If multiple currencies are used, Martus shows base currency transaction data and totals. Budgeting and reporting is done in the base currency. 

Equity Accounts and Fund Balance Reporting

• Martus supports the use of Equity accounts for Fund Balance Reporting.  Note that feature is not activated by default; it must be turned on by Martus Support. 

Importing

• If you are a Quickbooks Online customer and you have the 'Advanced' level of Quickbooks you can manually import budgets into Quickbooks from Financial Planning > Budgets